Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TEBRX (THE TEBERG FUND THE TEBERG FUND) | 22.44% | 43.99% | 26.40% | 14.99% | 14.45% | 10.41% | 8.26% | … | … |
Data as of 06/05/2026, Common starting date is 05/03/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TEBRX (THE TEBERG FUND THE TEBERG FUND) | 05/03/2002 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.08 | 43.99 | 26.40 | 14.99 | 14.45 | 10.41 | 8.26 | … | … | 22.44 | 18.66 | 20.76 | 34.92 | -22.70 | 25.40 | 20.61 | 26.55 | -6.70 | 15.25 | -0.43 | -7.54 | 14.32 | 11.07 | 4.42 | -0.79 | 5.77 | 38.58 | -33.67 | 3.77 | 8.30 | 2.14 | 2.86 | 19.49 | -4.20 |
| Sharpe Ratio | NA | 2.46 | 1.25 | 0.61 | 0.68 | NA | NA | … | … | 2.84 | 0.80 | 0.94 | 1.93 | -0.87 | 1.67 | 0.65 | 2.04 | -0.56 | 2.49 | -0.07 | -0.35 | 1.37 | 2.57 | 0.73 | -0.12 | 0.50 | 3.13 | -1.46 | 0.10 | 0.98 | -0.02 | 0.20 | 3.33 | -0.79 |
| Standard Deviation(%) | NA | 16.78 | 18.48 | 20.24 | 18.91 | NA | NA | … | … | 20.40 | 19.85 | 18.24 | 16.32 | 27.90 | 15.23 | 31.30 | 12.27 | 14.41 | 5.90 | 9.41 | 21.42 | 10.42 | 4.29 | 6.05 | 6.68 | 11.28 | 12.30 | 23.61 | 6.22 | 5.01 | 6.07 | 9.18 | 5.64 | 9.30 |
| Draw Down(%) | NA | 9.95 | 18.50 | 30.35 | 32.22 | NA | NA | … | … | 9.95 | 18.50 | 13.38 | 12.20 | 30.35 | 5.98 | 32.22 | 8.11 | 17.71 | 2.71 | 12.03 | 20.62 | 6.62 | 2.59 | 9.03 | 8.60 | 11.37 | 15.89 | 39.70 | 5.70 | 4.90 | 5.53 | 10.21 | 4.58 | 11.89 |
| Yield(%) | 0.00 | 0.14 | 0.82 | 0.49 | 0.81 | 2.00 | 2.38 | … | … | 0.00 | 0.14 | 2.01 | 0.00 | 0.00 | 0.00 | 0.56 | 0.75 | 0.71 | 1.05 | 0.00 | 8.91 | 6.13 | 4.20 | 1.96 | 3.41 | 5.16 | 0.56 | 0.41 | 13.77 | 0.00 | 0.00 | 4.93 | 0.20 | 0.00 |
Data as of 06/05/2026, Common starting date is 05/03/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEBRX (THE TEBERG FUND THE TEBERG FUND) |
-11.96%
Feb 2006 – Feb 2009 |
-6.19%
Feb 2004 – Feb 2009 |
1.52%
Feb 2006 – Feb 2016 |
2.72%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEBRX (THE TEBERG FUND THE TEBERG FUND) |
28.35%
May 2023 – May 2026 |
17.91%
Mar 2020 – Mar 2025 |
14.94%
May 2016 – May 2026 |
10.56%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart